Mercer Investments LLC
55 more advisory clients, 8 more other clients, 397 more Schedule C rows and 35 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Advisory clients
- Pottstown Memorial Medical Center Retirement Income Plan Investment adviser (plan)through Dec 31, 2025 Form 5500
- Moog Inc. Employees' Retirement Plan Investment adviser (plan)through Sep 30, 2025 Form 5500
- National Cargo Bureau, Inc. Pension Plan Investment adviser (plan)through Jun 30, 2025 Form 5500
+55 more advisory clients
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Other roles
- Employees Annuity Plan - Products (se)pipe Line Corporation Actuarythrough Dec 31, 2024
- Sharp Corporation Retirement Plan Actuarythrough Dec 31, 2024
- American President Lines, LLC Retirement Account Plan Actuarythrough Dec 31, 2023
+8 more clients
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Schedule C rows
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Federated Mutual Retirement Plan | 2025 | 51 52 | NONE | $601,708 |
| AIR Canada U.S. Pension Plan | 2025 | 51 52 | NONE | $268,219 |
| Bangor Hydro Electric Company Pension Plan | 2025 | 51 52 | FIDUCIARY | $197,042 |
+397 more Schedule C rows
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Form ADV readings
Form ADV readings
- charity clients 1,034 Aug 11, 2026 reported
- institutional clients 1,346 Aug 11, 2026 reported
- pension plan clients 312 Aug 11, 2026 reported
- raum discretionary $220B Aug 11, 2026 reported
- raum institutional $203B Aug 11, 2026 reported
- raum total $226B Aug 11, 2026 reported
What changed
- Mercer Investments LLC appears on Pottstown Memorial Medical Center Retirement Income Plan's Schedule C as investment adviser (plan) (plan year 2025 vs 2024)with Mercer Investments LLCaskebsa.dol.gov
- Mercer Investments LLC appears on Financial Accounting Foundation Employees' Pension Plan's Schedule C as investment manager (plan year 2025 vs 2024)with Mercer Investments LLCaskebsa.dol.gov
- Moog Inc. Employees' Retirement Plan first reports an interest in Mercer US Core Real Estate Portfoli (Mercer Investments LLC): $17M at 2025-09-30with Mercer Investments LLCaskebsa.dol.gov
- Mercer appears on National Cargo Bureau, Inc. Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Mercer Investments LLCaskebsa.dol.gov
- Mercer Investments LLC appears on Moog Inc. Employees' Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Mercer Investments LLCaskebsa.dol.gov
+35 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.